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USAA Investment Management Company
(aka: USAA Investment)
Vendor General Information

This Vendor Page has not been approved by USAA Investment Management Company,
but the information provided should be useful to you.

USAA Investment Management Company (aka: USAA Investment) - General Status

USAA Investment has not yet posted a company statement or 403(b) market status update at this time.

USAA Investment Management Company (aka: USAA Investment) Web Homepage

USAA Investment has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on USAA Investment investment products:

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Fee Information

Click the link(s) below for information on the fees associated with USAA Investment accounts:

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403(b) Investment Options

USAA Investment offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

USAA Investment does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of USAA Investment are marketed using the following approaches:

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Helpful Employee Resources

USAA Investment has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment USAA Investment provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with USAA Investment, please visit our General USAA Investment Management Company Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

USAA Investment has not provided copies of or links to any Vendor Forms. Please contact USAA Investment to request any forms you might need.

 

Employers for which USAA Investment Management Company (aka: USAA Investment) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans USAA Investment holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans USAA Investment holds an Inactive Payroll Slot:

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Employers for which USAA Investment is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans USAA Investment is eligible to receive exchanges, transfers, and rollover contributions because USAA Investment has signed CCC's Umbrella Information Sharing Agreement:

Employers for which USAA Investment is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans USAA Investment is classified as an Orphaned Vendor:

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Employers for which USAA Investment is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where USAA Investment is a Deselected Vendor.

Employers for which USAA Investment is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans USAA Investment is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans USAA Investment is classified as a Grandfathered Exchange Vendor:

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